Upgrading or managing your subscription helps you adjust your Dealtree workspace based on your team size, credit usage, and account intelligence needs. You may need to manage your subscription when your trial is ending, your team needs more seats, your credits are running low, or your current plan no longer matches your usage.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
Use this file to discover all available pages before exploring further.
Pre-conditions
Before upgrading or managing your subscription, make sure you have:- Logged in to your Dealtree workspace
- Access to the Billing section from the sidebar
- Permission to manage billing or subscription settings
- Reviewed your current plan, credit balance, and seat usage
Steps to Upgrade or Manage Subscription
Step 1: Go to Billing
From the left sidebar, click Billing. This will open the Billing Dashboard.Step 2: Review Your Current Plan
Check your current plan details. Review information such as:- Plan name
- Trial status
- Trial expiry date
- Included credits
- Purchased credits
- Available credits
- Seats used
- Seat limit This helps you understand whether your current plan is enough for your workspace.
Step 3: Check Your Usage Needs
Before making changes, review how your team is using Dealtree. You may need to upgrade or adjust your subscription if:- Your trial is about to expire
- You need more seats for team members
- Your included credits are not enough
- Your team is working on more accounts
- You need more frequent org chart generation
- You regularly generate buying committees and action plans
- You want more capacity for account intelligence workflows
Step 4: Select a Subscription Option
Look for the available subscription management option in the Billing section. This may appear as:- Upgrade Plan
- Manage Subscription
- Change Plan
- Update Billing
- Buy Credits Choose the option that matches what you want to do.
Step 5: Complete the Subscription Update
Follow the instructions on the billing page to complete the update. Depending on the action, you may need to confirm a new plan, update payment information, or complete checkout.Step 6: Confirm the Updated Plan
After updating your subscription, return to the Billing Dashboard. Check that your plan, credits, and seat limits have been updated correctly.When Should You Upgrade?
You should consider upgrading your subscription when your current plan does not support your team’s workflow anymore. Common reasons include:- You want to invite more team members
- You are working on more target accounts
- You are running out of credits frequently
- Your team needs more account intelligence capacity
- Your trial period is ending
- You want to continue using Dealtree without interruption
Managing Subscription vs Buying Credits
Depending on your usage, you may either upgrade your subscription or buy additional credits.Upgrade Subscription
Upgrade your subscription if you need a higher plan, more included credits, more seats, or broader workspace access.Buy Additional Credits
Buy additional credits if your plan is suitable, but you only need more usage for account intelligence actions.Important Notes
- Subscription options may vary based on your current plan, trial, or deal tier.
- Only users with billing permission may be able to manage subscriptions.
- Upgrading your plan may change your credit allowance and seat limits.
- Buying additional credits does not always change your plan or seat limit.
- Review your usage before choosing between upgrading and buying credits.
- If your trial expires or your credits run out, some Dealtree actions may become limited until your subscription or credits are updated.